Market Leader

4 days ago


Florida, United States KDS Strategic Search Group Full time

Market Leader – National Advisor-Centric Wealth Management Firm – FL / Southeast – Travel – Stock

Market Leader seat will own the day-to-day for the Southern/Southeast market (Florida-heavy) and be the face of the firm to existing advisor teams.

Driving organic growth with current advisors, leading and supporting advisor transitions (with a fully built transitions team behind you), and making sure branches/offices are aligned, supported, and plugged into home office resources. Larger FA recruiting will be handled by the sales organization; this role stays close to the advisors. You'd inherit a
large, advisor-heavy Florida market
and be the face of the firm for them.

Location:
Strong preference for Florida; will consider Atlanta or the Carolinas with willingness to travel throughout FL, GA, SC, NC, AL, TN

Reports to:
Executive Market Leader

Compensation:
Target base around $230 - $250K; bonus structure tied to organic growth/recruiting still being finalized; equity component

Benefits:
Full benefits package; PTO/holidays

Culture:
Very relationship-driven, low-ego, partnership mindset;

Background & Licensing

  • Active
    FINRA Series 7 required
  • Series 66
    (or 63 & 65) required
  • Series 9 & 10 or Series 24
    great to have
  • 10+ years in wealth management (wirehouse, large independent/RIA-BD, or large regional) with
    advisor-facing field leadership
  • Proven experience
    supporting/leading advisor transitions
  • Demonstrated ability to
    grow a market
    — business planning with FAs, events, local market ideas, practice support
  • P&L / expense management
    experience for a market/complex/region
  • Comfortable traveling across a multi-state Southeast footprint


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